Unclaimed
Jennifer Woodward is a financial professional with over 5 years of experience in the financial services industry. Jennifer is currently registered with Capital Client Group, Inc. in California. Jennifer is Series 6, Series 63, Series 82, and SIE licensed. Jennifer provides financial advice to individuals, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Recommending affiliate as investment adviser of sma assets
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
As agreed upon in a manner that covers registrant's costs
1
2
CA
05/06/2014 - Present
Capital Client Group, Inc. (LOS ANGELES CA)
BC
Issued 08/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 82 - Limited Representative-Private Securities Offerings
BC
Issued 05/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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